Cotality · 1 month ago
Sr. Professional, Client Delivery (Contract)
Oxford, MS
Full-time, Contract
Hybrid
Senior Level, Lead/Staff
$78K/yr - $106K/yr
8+ years expCotality is a leading company in the property intelligence industry, dedicated to making the property sector faster and more people-centric. They are seeking a Senior Professional, Client Delivery Manager who will be responsible for ensuring the successful delivery of SaaS products to clients, focusing on client onboarding, project management, and issue resolution.
Property InsuranceReal EstateSoftware
Responsibilities
Lead the onboarding process for new clients, ensuring a smooth transition and setup of our SaaS products
Oversee the implementation of SaaS solutions, implement project plans, maintain projects in ClickUp (project management tool), and ensure the project meets timelines and deliverables
Coordinate and/or facilitate formal customer discovery, technical and onboarding calls and resolve issues to ensure project timelines are met
Main contact to the customer’s project team throughout to answer questions, facilitate customer requests, troubleshoot issues
Create and/or maintain client level documentation (i.e. project plan, handoff documents and SharePoint)
Work with clients to understand APIs, workflows, and configurations
Manage production release with customer (may require after hours coordination)
Ensure customer target go live dates are met, raise concerns and define go to green plan
Provide regular reports to senior management
Serve as the primary point of contact for clients, providing regular updates, addressing concerns, and ensuring their needs are met
Proactively identify and resolve any issues or challenges that may arise during the delivery process
Gather client feedback and work with the product development team to drive continuous improvement of our SaaS offerings
Coordinate enhancements and custom client requests, resolve issues to ensure project timelines are met
Qualification
Required
Bachelor's Degree strongly preferred or equivalent work experience
Position requires a minimum of 8 years of client delivery and/or project management experience in a SaaS company
Strong understanding of SaaS products and implementation processes
Excellent project management skills; proven ability to manage multiple projects and clients simultaneously
Excellent communication and interpersonal skills; experienced managing client relationships
Problem-solving mindset with a focus on customer satisfaction
Considers the business implications of the application of technology to the current business environment
Proficient with Microsoft Word, Excel, PPT, and Visio
Preferred
PMP certification desired
Mortgage industry experience a strong plus
Experience with JSON, XML, APIs, Postman and/or SQL desired
Proficiency in project management tools and software, experienced with ClickUp a plus
Benefits
Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
Up to 16 weeks of fully paid parental leave and a baby stipend.
Multiple medical plan options with mental health and wellness support offerings.
401(k) with company match and vesting after one year.
$400 annual well-being stipend and tuition assistance up to $5,250.
Recognition Rewards, Referral bonuses, exclusive discounts and more!
Company
Cotality
Cotality is a technology firm helping property professionals with data, valuations, surveys and retrofit solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.63MKey Investors
Finance Birmingham
2018-02-12Acquired
2016-07-05Series Unknown· $1.63M
Recent News
2026-01-22
2026-01-11
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